AI Momentum Builds: Social media conversations spotlight Snowflake's impressive returns from AI deployments, slashing customer problem-solving times from days to mere minutes. Executives emphasize AI's role in driving Q4 product revenue to $1.23 billion with 125% net revenue retention, positioning it as a core growth engine.
Stock Slides on Leadership Woes: Shares have plunged over 30% year-to-date to 52-week lows around $135-$152, despite revenue surging 1,320% since IPO. Discussions highlight uncertainty from recent CEO and chief revenue officer transitions, with multiples trading at premiums to peers like Salesforce.
Optimism Persists on Fundamentals: Bullish takes focus on sticky AI adoption via Cortex and Project SnowWork, with high remaining performance obligations signaling expansion. Some see oversold conditions offering attractive risk-reward, even as competition from Databricks looms large.
Note: This discussion summary was generated from an AI condensation of post data.
Snowflake Insider Trading Activity
Snowflake insiders have traded $SNOW stock on the open market 148 times in the past 6 months. Of those trades, 0 have been purchases and 148 have been sales.
Here’s a breakdown of recent trading of $SNOW stock by insiders over the last 6 months:
- FRANK SLOOTMAN has made 0 purchases and 23 sales selling 619,637 shares for an estimated $124,836,703.
- MICHAEL L SPEISER has made 0 purchases and 98 sales selling 304,446 shares for an estimated $60,774,466.
- BENOIT DAGEVILLE (Founder and Chief Architect) has made 0 purchases and 10 sales selling 110,572 shares for an estimated $27,658,832.
- CHRISTIAN KLEINERMAN (EVP, Product Management) has made 0 purchases and 12 sales selling 69,435 shares for an estimated $15,358,062.
- VIVEK RAGHUNATHAN (SVP, Engineering) has made 0 purchases and 2 sales selling 15,677 shares for an estimated $3,193,606.
- EMILY HO (Chief Accounting Officer) has made 0 purchases and 3 sales selling 3,799 shares for an estimated $742,820.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Snowflake Revenue
Snowflake had revenues of $1.3B in Q4 2026. This is an increase of 30.12% from the same period in the prior year.
You can track SNOW financials on Quiver Quantitative's SNOW stock page.
Snowflake Hedge Fund Activity
We have seen 647 institutional investors add shares of Snowflake stock to their portfolio, and 606 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 7,506,542 shares (-74.2%) from their portfolio in Q4 2025, for an estimated $1,646,635,053
- BLACKROCK, INC. added 4,687,999 shares (+19.9%) to their portfolio in Q4 2025, for an estimated $1,028,359,460
- FMR LLC added 2,684,060 shares (+24.1%) to their portfolio in Q4 2025, for an estimated $588,775,401
- JENNISON ASSOCIATES LLC added 2,519,413 shares (+27.7%) to their portfolio in Q4 2025, for an estimated $552,658,435
- ARTISAN PARTNERS LIMITED PARTNERSHIP removed 1,993,159 shares (-51.8%) from their portfolio in Q4 2025, for an estimated $437,219,358
- JERICHO CAPITAL ASSET MANAGEMENT L.P. added 1,575,580 shares (+inf%) to their portfolio in Q4 2025, for an estimated $345,619,228
- VANGUARD GROUP INC added 1,448,094 shares (+5.1%) to their portfolio in Q4 2025, for an estimated $317,653,899
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Snowflake Analyst Ratings
Wall Street analysts have issued reports on $SNOW in the last several months. We have seen 12 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Piper Sandler issued a "Overweight" rating on 02/26/2026
- Needham issued a "Buy" rating on 12/04/2025
- BTIG issued a "Buy" rating on 12/04/2025
- Cantor Fitzgerald issued a "Overweight" rating on 12/04/2025
- Wedbush issued a "Outperform" rating on 12/04/2025
- Baird issued a "Outperform" rating on 12/04/2025
- Keybanc issued a "Overweight" rating on 12/04/2025
To track analyst ratings and price targets for Snowflake, check out Quiver Quantitative's $SNOW forecast page.
Snowflake Price Targets
Multiple analysts have issued price targets for $SNOW recently. We have seen 33 analysts offer price targets for $SNOW in the last 6 months, with a median target of $245.0.
Here are some recent targets:
- Mark Murphy from JP Morgan set a target price of $245.0 on 02/26/2026
- Sanjit Singh from Morgan Stanley set a target price of $245.0 on 02/26/2026
- Rob Owens from Piper Sandler set a target price of $230.0 on 02/26/2026
- Miller Jump from Truist Securities set a target price of $240.0 on 02/26/2026
- Blair Abernethy from Rosenblatt set a target price of $275.0 on 02/26/2026
- Mike Cikos from Needham set a target price of $200.0 on 02/26/2026
- Kirk Materne from Evercore ISI Group set a target price of $225.0 on 02/26/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
